How to effeciently use Documents in beancount.

[Vinit Khandagle]

Hello Everyone,

So I am trying to understand how to use document directive efficiently. They way I do is:

have an "option" directive pointing to the directories lets say "beancoount/Expenses". But the declaration of the "option" directive alone does not populate the document section in fava.

Then for each transaction I have to point it explicitly to the scanned copy in the sub directories in the expense folder for the document to show up in the documents section on Fava. This seems quite tedious to do for every transcation esp if have lots of accounts in Expenses with 4-5 levels deep.

What is the efficient way of using documents so that you don't spend too much time recording the entries and you still see the documents in the documents section in fava.

[Martin Blais]

You may have to prefix your documents with a date in order for them to be found.

    OptGroup("""                                                                                                        
      A list of directory roots, relative to the CWD, which should be searched                                          
      for document files. For the document files to be automatically found they                                        
      must have the following filename format: YYYY-MM-DD.(.*)                                                          
    """, [Opt("documents", [], "/path/to/your/documents/archive")]),

The source code is located here:

https://github.com/beancount/beancount/blob/master/beancount/ops/documents.py#L78

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[Vinit Khandagle]

Yes, that exactly what I do, I have subdirectories with files in it with the date as the prefix.  Yet, Unless I give the explicit path to the document I don't see the files in the document setion.

[redst...@gmail.com]

I've always used this, and it's always worked fine for me, still does with a single global options directive. Shows up both in the Documents, and the Journal views. Are your subdirectories named after your account hierarchy?

If you still can't get it to work, perhaps post a minimal example here?